Investment Objective
The Milford KiwiSaver Conservative Fund’s objective is to provide moderate returns* and protect capital over the minimum recommended investment timeframe.
Investment Strategy
It is a diversified fund that primarily invests in fixed interest securities, with a moderate allocation to equities. While conservative in nature, the Fund may experience short term negative returns, particularly in times of heightened volatility.
*After the base fund fee but before tax and before the performance fee (if applicable).
To view the full portfolio holdings of the Milford KiwiSaver Conservative Fund, please see the Disclose register , click on Search for an Offer, entering Milford KiwiSaver Plan as the offer name and click on the Investment Options tab.
